See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,636 | $102,317-23.1% | $146,958-46.5% | $80,856-2.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.74% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,738 | $3,713+27.6% | $4,933-3.9% | $2,755+72.0% |
| Participant deferral / active EE | $7,428 | $6,644+11.8% | $8,070-8.0% | $4,296+72.9% |
| Admin fee / account holder | $2,032 | $7,941-74.4% | $12,998-84.4% | $6,918-70.6% |